Set up Template Display Name
You can set up a display name for a template at run time.
Open a template.
From the
File
menu, select
Display As
.
The
Display As
window opens.
In the
Template Display Name
box, enter the name you want to display at run time, and then select
OK
.
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NextGen® Enterprise EHR Template Editor Help 8
Open a Template
Do one of the following: On the Main toolbar, select Open. From the Menu bar, select File, and then select Open. The Open window opens with Templates selected by default. To quickly find a template by name, do the following: Select the Template Name (default) or Display Name option. Enter the first few letters of the name in Template name. The window displays the group of template snippets that start with that name. To narrow your search by template type or set, make a selection from the Template type list. Double-click the template you want to open. The template opens. To close the template, from the File menu, select Close. Parent topic: Template Setup
NextGen® Enterprise EHR Template Editor Help 8
Modify a Template
Note: Avoid modifying existing templates in your production environment. Perform all template development in the test environment only. Open the template. Make all of the necessary changes, following the procedures for setting up fields and triggers and adjusting template properties and preferences. To save your changes, do one of the following: On the Main toolbar, select Save. From the Menu bar, select File, and then select Save. The template is saved in the database with the modifications you made. To save the template as part of one or more template sets, select File, and then select Save As Template Sets. The Save As Template Sets window opens. Select the check box for each template set that you want to assign the template to. Select OK. Parent topic: Template Setup
NextGen® Enterprise EHR Help
View Field Names
Open a template. Do one of the following: From the Menu bar, select View, and then select Show Field Names. Right-click and select Show Field Names. Note: This command is not available on the right-click menu for a Popup template. To display a field's name, hover over the field. Parent topic: Using Templates
NextGen® Orthopedic Suite Help 80.2.14.0
Add or Update the Template’s Display Name
You can update a template’s display name or add a display name to a template that does not have one. On the IORTS Miscellaneous Configuration practice template, expand the Template Display Names panel. Select the desired template from the grid. The template name and display name (if available) appear in the relevant fields below the grid. Type the desired display name in the field below the Display Name column of the grid. Click Update. Parent topic: Template Display Name Configuration
NextGen® Enterprise EHR Template Editor Help 8
Create a Template Set
From the Menu bar, select Tools, and then select Template Sets. The Template Sets window opens. Select New. The New Template Set window opens. Enter the name of the new template set, and then select Add. The new set is created and the list of all available templates appears. You can begin assigning templates to the template set. Note: You cannot delete a template set. If a template set is no longer needed, you can disable it. Repeat Steps 1-3 to create all necessary template sets. Select Close. Parent topic: Template Sets
NextGen® Enterprise EHR Template Editor Help 8
Set up Refresh Template Trigger
The Refresh Template action refreshes the display of template structure and/or data at run time. Follow the applicable steps in General Trigger Setup. Select the Refresh Template action . If necessary, set up a specific condition for the Refresh Template action to be triggered. Select OK and save your template. Parent topic: Setting up Specific Trigger
